Please note: WPS Financial Services ceased trading in 2012. Reviews relating to financial advice provided by WPS Financial Services should be posted here. Reviews on this page relate to Anne Street Partners only.

  • 1 review
  • 1 helpful vote
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Verified Purchase

Great Support

5 out of 5, reviewed on May 16, 2017

We have been dealing with Anne St Partners (WPS) for about 10 years now. Throughout that time we have seen numerous Advisers. We are currently seeing Pravesh Daya. Pravesh is extremely professional and thorough in his work. We are currently reviewing our personal status and are over the moon at the ideas that Pravesh has come up with. He and his team have kept us in the loop at all times and provided us with great advice. We look forward to working with Anne St Partners whole team through to the SMSF, Taxation and Legal teams.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kate, thank you for taking the time to send through this review. I'm delighted to hear you're happy with Prav. He's certainly a very thorough and professional adviser - a real asset to our Brisb... read more »

melbourne

  • 4 reviews
  • 3 helpful votes
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Verified Purchase

diligent and patient!

5 out of 5, reviewed on May 16, 2017

We have had dealings with ASP over a period of several years now through our SMSF. They show attention to detail and have been very patient with us given we don't always complete the necessary paperwork as expeditiously as we could! I commend Dean and his team for their professionalism and diligence

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Janeo, thank you for this review and thank you for your continued loyalty, it's much appreciated. I'm really pleased to hear you're happy with the service that Dean and his team provide you, the... read more »

Verified Purchase

Thank you

5 out of 5, reviewed on May 15, 2017

Was this review helpful? Yes

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Anne Street Partners Official

Hi Tan, thank you for this review of the Brisbane team and Travis. Yes, we've had a few changes within the team, so I'm pleased to hear you're enjoying the increased level of service and attention.... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

Thoroughly Professional and Extremely Patient

5 out of 5, reviewed on May 11, 2017

I have nothing but admiration for Dean and his Super Solutions team, as they have been very professional and easy to deal with throughout our short history with his team. We appreciate all their efforts and patience (with the time it took me getting the information back to them). The team made it very easy to work with them and go through each process successfully. I would recommend them to anyone looking to get their SMSF tax returns done promptly and efficiently.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Rob and Sam, thanks for the review of Dean and the Super team - much appreciated. I'm pleased to hear they've been able to assist you with your returns - please don't hesitate in contacting them... read more »

Verified Purchase

Very professional and committed team

4 out of 5, reviewed on May 11, 2017

We have been working with Anne Street Partners since 2010 (when they were WPS). Although we have had a few advisers throughout this time we have always received professional advice and guidance to suit our financial needs. Most recently, working with our adviser Fiona and the team from the Sydney branch to purchase an investment property, we have again experienced a very high level of professionalism and commitment to assist us in the purchase and to develop a new strategy to help us grow financially. I would especially like to thank John for r esponding to our questions in a speedy manner and providing the right advice to assist us with our finance applications as we worked with his team to meet a tight deadline. Aaron has helped us to find a great property and made the process of the sale an experience we would repeat again. This team's professionalism and commitment to the clients needs are second to none. I would recommend Anne Street Partners to anyone who is looking for a team of professionals to put them in the right direction financially.

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Anne Street Partners Official

Hi Paul and Renee, thank you for this really insightful review of your experience with our NSW team. I'm really delighted to hear that you are happy with both your experience and the service you've... read more »

Verified Purchase

Bhina

5 out of 5, reviewed on May 09, 2017

The experience and knowledge Bhina brought to the table at our recent review gave us the confidence to commit to further implementations with our SMSF. It's always a little scary taking another step along the path to meet our financial goals but Bhina was very engaging and able to answer all our questions. Thank you Bhina for your time and patience through this process. We look forward to continuing our relationship with you in the future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Ian and Sharon, thank you for taking the time to write this review of Bhina's service. It's much appreciated and Bhina will be delighted to know that she's really helped you. I know what you mea... read more »

Sydney

  • 1 review
  • 1 question
  • 1 helpful vote
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Verified Purchase

Let them help you.

5 out of 5, reviewed on May 09, 2017

The team at Anne Street Partners are fantastic. I love they that have a team looking after different areas of financial advise. Not relying on one person to know everything. They communicate well, constantly reviewing and trying to get you into a better position. We are very grateful for what they have helped us to achieve.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Nats, thank you for your review! It's great to hear that our team has been able to assist you with your financial advice needs - that's what we're here for and we love being able to help! As al... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

Emma was great

5 out of 5, reviewed on May 08, 2017

When it comes to refinancing there are many choices in the market and it all seems too difficult. However Emma sat with us to find out what sort of deal would suit us. She then did all the hard work not only finding us a good rate but finding a package deal that worked. She did all the legwork and filled in all the forms, the only thing we had to do was choose our preferred deal, check and sign. We are only too happy to recommend Emmas services.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi tuxcomputers, thank you for this review about your experience with Emma. I'm delighted to hear she has been able to make your borrowing needs a seamless experience - she's passionate about worki... read more »

Perth

  • 1 review
  • 1 helpful vote
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Verified Purchase

Persistence and detail

5 out of 5, reviewed on May 08, 2017

Never before have I come across such detailed and persistence in accounting. Anne Street Partners Superannuation team prepared three years tax returns and audits for my SMSF. I was bombarded with requests for copies of invoices dating back 5 years and in the process, Anne Street Partners discovered over eight thousand dollars missing that that had not been paid into the fund. I had not been aware of this but Anne Street Partners pursued this on my behalf until the debtor accepted liability and repaid the debt to my SMSF.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Ludwig, thank you for this review of our SMSF team. It was really great to read that the team have been able to assist you with achieving a great outcome for your fund. The team live and breathe... read more »

Epping

  • 2 reviews
  • 1 helpful vote
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Verified Purchase

Great customer service

5 out of 5, reviewed on May 08, 2017

As first time property buyers, my husband and I had no idea what we were in for. Aaron and Michael, both worked tirelessly to answer both of our consistent emails and phone calls, often out of hours. They explained every step in such detail and knew how to put us at ease. There was complete, upfront honesty and such a great connection. Anything that Aaron couldn't explain, or didn't know the answer too, he got onto it straight away, and found someone who was able to answer my questions. I couldn't recommend Anne Street more, they definitely "held our hands" and walked us through the whole process from beginning to end, listened to our concerns, and found suitable outcomes to suit us personally.
Thank you!

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Kirsty, thank you for taking the time to review Aaron and Michael's service. I'm really pleased to hear that they've been able to help you with your property purchase. It can certainly be a busy... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

Thanks Bhina!

5 out of 5, reviewed on May 04, 2017

As a first time investor I was hesitant and wasn’t exactly sure what I wanted to do. Bhina made me feel very comfortable and was able to tailor her suggestions by listening to my expectations and needs. I didn’t feel pressured by her suggestions and I feel confident we have made the right decisions towards my desired outcome.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Samantha, thank you for this great review of Bhina. I'm pleased to hear that she's been able to assist you with your finances. It can be hard to know where to start sometimes, but I know Bhina w... read more »

  • 1 review
  • 1 helpful vote
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Verified Purchase

10/10

5 out of 5, reviewed on May 04, 2017

Thank you Bhina for your professional and knowledgeable dealings. Thank you for guiding me through the ins and outs to securing my financial future.

1 person found this helpful, do you? Yes

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Anne Street Partners Official

Hi Dan, thank you for this kind review of Bhina, I know she'll appreciate you posting this for her and as an organisation we appreciate you taking the time. Please don't hesitate in contacting Bhi... read more »

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Questions & Answers

After i pay them off by your halp ,,is my name going to be clear again ?

Aram rashet asked on Jan 17, 2017

Answer this

Hi Aram,

Apologies - what is this in reference to?

Kind regards
Brent

I having been reading through the reviews for Anne St partners ( Financial Planners ) and have found a lot reflect my own experience of basically bad advice. However its incredible how many people who ' have been with Anne St for many years now " all of a sudden decide to write an over the top positive review. Is there any way of verifying that these are real people and not just company from the company itself ?

Brisbane asked on Mar 16, 2015

Answer this

Hi there Brisbane

Firstly, I apologise if you haven't received a positive experience from us. I'd certainly like to have the opportunity to put this right and you can contact me personally on info@annestreetpartners.com.au - attention Brent. I'd actually like to look into any concerns you have.

In terms of posting reviews, every adviser at Anne Street Partners is encouraged to ask for feedback after each appointment as it gives all of the executive team an unbiased look at our service offering. We certainly monitor each review and where the reviewer leaves some details we try to address any concerns on a one-to-one basis. Some reviewers prefer to use a pseudonym, and this can lead to identification issues, so we try to reach out to them using the site. Obviously we love to receive glowing reviews, but we know that with many changes within the organisation this won't be the case every time, so we encourage a realistic view each and every time.

Brent - Anne Street Partners Marketing

I'm real - I just gave an honest answer to the request for a review

Yep, my review is real.

2 things:

1. any investment has some form of inherent risk. Thinking you'll make fifty-hundred percent return in two weeks on a property is ludicrous, its the real world, not blocyard blitz.
2. you do actually need to do some work and thinking for yourself. Do you think if they had some magic formula for making money appear from thin air, that they would be working?

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